11.10 Cement Morning Post: Panjiang Co., Ltd. plans to build two wind farms; Dialogue: Zhou Yuxian talks about Chinese building materials; 2024 employee skills competition ends

2024-11-10 07:01:17

What is happening in the cement industry?

1、 11.9 Cement Evening News: Panjiang Co., Ltd. plans to build two wind farms

According to the Cement Evening News on November 9, Panjiang Co., Ltd. (600395) plans to invest in two wind farm projects through its holding and wholly-owned subsidiaries, which are located in Shaying Town, Guanling County and Maodong Township, Puding County, respectively, with a total investment of 1,115,185,600 yuan and a total installed capacity of 200 MW. These projects are in line with the relevant national objectives and policies and have good benefits, but there are risks of policy (such as changes in grid access policy) and operation (fluctuations in equipment prices, natural disasters affecting revenue).

2、 Tonight at 21:30 | CCTV Finance and Economics "Dialogue": Zhou Yuxian shares the thinking and practice of China's building materials "link" to the world and expand the "circle of friends"

In the global industrial chain supply chain system, the key is the close and smooth operation of upstream and downstream "gears". China's building materials industry has been working overseas for many years. In the process of internationalization, how to make the industrial chain and supply chain better and stronger has attracted much attention. At 21:30 on November 9, CCTV Finance and Economics "Dialogue", Zhou Yuxian, Secretary of the Party Committee and Chairman of China Building Materials, will share his thinking and practice of "linking" the world and expanding the "circle of friends", including relevant measures in the global industrial chain supply chain system, which is worth looking forward to.

3、 2024 "Beibu Gulf Port Cup" Staff Labor Skills Competition and Yufeng Group Staff Job Skills Competition Successfully Ended

On November 8, 2024, the "Beibu Gulf Port Cup" Workers'Labor Skills Competition and Yufeng Group Workers' Job Skills Competition ended in Liuzhou. The leaders of the trade union of the group attended the opening ceremony and observed and guided it. A total of 9 types of work participated in the competition, and 5 cement technology projects were included in the competition for two consecutive years. After three days of competition, the competition ended successfully. At the closing ceremony, the Secretary of the Party Committee of Yufeng Group affirmed that industrial workers are the hardest backbone of the group, emphasized the importance of building a team of industrial skilled workers, put forward the requirements of improving the relevant mechanism of talents, applying the results of competitions and utilizing innovative studios, and encouraged the award-winning workers to bring their enthusiasm back to their posts.

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Correlation

With the approaching of the year, the photovoltaic module market has entered the traditional off-season, and most projects have entered the stagnation stage.

2026-02-13 10:55:11

In 2025, the installed capacity of renewable energy in China reached a new high, and the proportion of the scale increased steadily.

2026-02-12 10:59:24

The State Council plans to build a unified national electricity market system, with the goal of basically completing it by 2030 and fully completing it by 2035, so as to realize the optimal allocation of power resources nationwide, the market-oriented pricing of multi-dimensional values, and the fair participation of all kinds of subjects.

2026-02-12 09:38:19

The production enterprises involved include Atlas Photovoltaic Technology (Suzhou) Co., Ltd., Wheat Field Energy Co., Ltd., and Easy Group Co., Ltd.

2026-02-11 09:34:59

Wang Bohua said that in 2026, the new installed capacity of photovoltaic in China is expected to be 180-240 GW, and the new installed capacity in the world is 500-667 GW.

2026-02-05 13:28:19

On February 5, Wang Shijiang, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, delivered a speech at the Seminar on the Review of the Development of the Photovoltaic Industry in 2025 and the Prospect of the Situation in 2026.

2026-02-05 09:44:28

Domestic concrete price statistics in January show that it covers the relevant values of concrete prices in the whole country and many regions. From the overall data, prices in most parts of the country have declined year-on-year to varying degrees, and some regions have also shown a downward trend. Among them, the ring change is more obvious in Shaanxi, up 2.07%; the ring change is relatively weak in Beijing, Shanxi, Inner Mongolia and other places, with no change in the ring. On a year-on-year basis, the decrease in Shaanxi was -30.16%, while the decrease in Chongqing and Guizhou was flat with no change.

2026-02-02 11:09:43

The Spring Festival holiday is approaching, and the component production schedule is expected to be lowered in February.

2026-01-30 17:29:08

Longji Green Energy's Latest Quotation Has Touched a High of 0.9-1.0 yuan/W

2026-01-28 15:25:18

On January 28, the National Energy Administration released the national electricity statistics for 2025. By the end of 2025, the total installed capacity of power generation in China was 3.89 billion kilowatts, an increase of 16.1% over the previous year, of which the installed capacity of solar power generation was 1.2 billion kilowatts, an increase of 35.4% over the previous year. In 2025, the new PV installed capacity in China was 315.07GW, an increase of 13.67% over the same period last year, setting a record for the new installed capacity in the year. According to the monthly data, in December 2025, the newly installed photovoltaic capacity in China was 40.18 GW, which decreased by 43.3% year-on-year, but increased by 82.47% year-on-year.

2026-01-28 11:56:43

Among them, from January to December 2025, the total number of green certificates issued by photovoltaic power generation was 672.13 million, accounting for 22.8% of the total number of green certificates issued in that year.

2026-01-28 10:37:45

Wu Changyu, Deputy Secretary of the Party Committee and General Manager of Yunnan Energy Investment Co., Ltd. of the Three Gorges Group, is suspected of serious violations of discipline and law, and is currently undergoing disciplinary review by the Discipline Inspection and Supervision Group of the State Supervision Committee of the Central Discipline Commission in the China Three Gorges Group and supervision and investigation by the Hubei Provincial Supervision Committee.

2026-01-27 17:05:24

What is happening in the cement industry?

2026-01-25 07:01:16

Five leaders of two central energy enterprises, China General Nuclear Power Group Co., Ltd. and China Coal Energy Group Co., Ltd.

2026-01-22 09:37:49

On the morning of January 21, the State Administration for Market Regulation held a special press conference on ten typical cases of "involution" competition in 2025. Zhao Chunlei, deputy director of the Competition Coordination Department, introduced the overall situation of the case, including interviews with cargo Lala, risk warning of photovoltaic industry, investigation and punishment of false publicity cases, etc. These cases are characterized by emphasis on prevention in advance, combination of rigidity and flexibility, and coordinated governance. In addition, the heads of departments also answered relevant questions, such as mobile power recall, certification supervision and so on. In the future, the General Administration will promote the formation of a better market ecology and help build a unified national market.

2026-01-22 09:13:57

The adjustment of the export tax rebate policy is conducive to promoting the efficient use of resources, reducing environmental pollution and carbon emissions, and promoting the comprehensive green transformation of economic and social development. At the same time, it is also conducive to guiding the rational adjustment of industrial structure, promoting industrial transformation and upgrading, comprehensively rectifying "involution" competition, and promoting high-quality economic development.

2026-01-20 16:10:00

On January 16, the EPC general contractor of Yangquan Distributed Photovoltaic Project in Wulan Town, Etuoke Banner, Inner Mongolia issued a bid announcement, which was due to the fact that less than three bidders submitted bidding documents at the bid opening stage.

2026-01-19 19:17:05

What is happening in the cement industry?

2026-01-19 07:01:12

What is happening in the cement industry?

2026-01-18 07:01:11

Jingke rose twice in a week, with the highest increase of 0.15 yuan/W.

2026-01-16 18:12:28

On January 12, China Railway Tunnel Bureau Group Construction Co., Ltd. Bobai County Government Assets Roof Distributed Photovoltaic Power Generation Project (South Area) EPC General Contracting Project Photovoltaic Module Procurement Tender Announcement was issued.

2026-01-13 09:58:44

Second-and third-tier manufacturers have followed up with price increases, with a total of 14 manufacturers raising their quotations in this round.

2026-01-09 16:30:47

Standardize the competition order of the battery industry and promote the healthy and orderly development of the power and energy storage battery industry.

2026-01-08 10:26:43

Statistics on domestic concrete prices in December show that prices in the whole country and regions have changed to varying degrees. The national concrete price fell by 0.32% month-on-month and 19.33% year-on-year. In most areas, the ring ratio declined, some areas were flat, and Anhui rose slightly. Among them, the month-on-month decline in Jilin was more obvious, reaching -2.38%; the month-on-month decline in Hebei and Fujian was relatively small, reaching -0.05%. On a year-on-year basis, the decrease in Henan was relatively large, reaching -31.05%, while there was no change in Chongqing and Guizhou.

2026-01-04 14:02:33